What are the responsibilities and job description for the Portfolio Manager position at Voyager Wealth Management, LLC?
About Voyager Wealth Management
We specialize in navigating the complexities of today's investment landscape for affluent individuals. Our disciplined approach helps clients define and implement appropriate investment strategies to meet their financial goals.
Job Description:
The Portfolio Administrator will be responsible for maintaining client investment accounts on our portfolio management system, conducting trades, investment strategy research, client reporting, and communication with staff as they arrive from wealth advisors.
Key Responsibilities:
- Maintain accurate and up-to-date information about client investment accounts.
- Conduct thorough research to identify investment opportunities that align with clients' objectives.
- Communicate effectively with clients, staff, and wealth advisors to ensure seamless project implementation.
- Stay up-to-date with market trends and regulatory changes to provide expert advice to clients.
Requirements:
- Bachelor's degree in Finance, Economics, or a related field.
- Strong analytical skills and proficiency in finance and investments.
- Prior experience in wealth management or a related field is preferred.
Work Environment:
This is a full-time on-site role located in Lake Geneva, WI.
About Us:
Voyager Wealth Management specializes in providing personalized investment solutions for affluent individuals.